Note: If you only want to work with data displayed in item list windows, it is easier to open items in Excel from Helix ALM and save the data in a new worksheet. In the Helix ALM Client, select the items in the list window to export from and choose Activities > Open in Excel. See the Helix ALM help for information.

Configuring the ODBC driver

Choose Start > Settings > Control Panel.

Open the ODBC Data Source Administrator.

On the User DSN tab, click Add.

Select the SQLite ODBC Driver and click Finish. You are prompted to enter the DSN configuration information.

Enter the Data Source Name.

Enter the full path to the project database you want to query in the Database Name field or click Browse to locate the database. The default project database location is the computer where the Helix ALM Server is installed.

Click OK. The driver is configured.

Click OK to close the ODBC Data Source Administrator.

Querying data in Excel

Note: The following steps were tested using Excel 2010. If you use a different version, refer to the Excel help for information about using database queries to import external data.

Start Excel and open a new workbook.

Click the Data tab.

Click From Other Sources in the Get External Data area and select From Microsoft Query. The Choose Data Source dialog box opens.

On the Databases tab, select the ODBC data source you created and click OK. The Excel Query Wizard opens.

In the list of available tables and columns, select the columns you want to query.

Click Next.

Continue through the Query Wizard and set any options for filtering and ordering data.

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